UMB Financial 7.750% Series B Preferred Stock
UMBFO
2 hedge funds and large institutions have $8.29K invested in UMB Financial 7.750% Series B Preferred Stock in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 0 reducing their positions, and 2 closing their positions.
33% less funds holding
Funds holding: 3 → 2 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
88% less capital invested
Capital invested by funds: $68K → $8.29K (-$59.7K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$3.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSMHT
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
-$62.1K |
| 2 |
NS
NBC Securities
Birmingham,
Alabama
|
-$189 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5.38K | – | – | – |
|
|
FCAS
2
First Command Advisory Services
Fort Worth,
Texas
| $2.91K | +$3.01K | +112 | New |
|
|
TSMHT
3
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$62.1K | -2,300 | Closed |
|
|
NS
4
NBC Securities
Birmingham,
Alabama
| – | -$189 | -7 | Closed |
|
UMBFO Hedge Fund Activity: Q1 2026 in Review
2 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in UMB Financial 7.750% Series B Preferred Stock (UMBFO) for Q1 2026, worth a combined $8.29K — down 88% from $68K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of UMBFO and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.
The largest buyer was First Command Advisory Services, opening a new position worth an estimated $3.01K. The largest seller was Thurston Springer Miller Herd & Titak, exiting entirely with an estimated $62.1K sold.
- 2 institutional investors held UMB Financial 7.750% Series B Preferred Stock (UMBFO) as of Q1 2026, down from 3 in Q4 2025.
- Funds reported $8.29K of UMB Financial 7.750% Series B Preferred Stock stock for Q1 2026, down 88% quarter-over-quarter.
- 1 fund opened new UMB Financial 7.750% Series B Preferred Stock positions in Q1 2026 and 2 closed out, a net change of -1 holder.
- The largest UMB Financial 7.750% Series B Preferred Stock buyer in Q1 2026 was First Command Advisory Services, an estimated $3.01K added.
- The largest UMB Financial 7.750% Series B Preferred Stock seller in Q1 2026 was Thurston Springer Miller Herd & Titak, an estimated $62.1K sold.
Based on aggregated 13F filings for Q1 2026.